Edward Jones · 5 days ago
Senior Service Specialist
St. Louis, MO
Full-time
Hybrid
Mid, Senior Level
$48K/yr - $79K/yr
3+ years expEdward Jones is a Fortune 500 financial services firm where people come first. They are seeking a highly motivated Senior Service Specialist to assist branch offices in understanding compensation concepts through incoming calls and written requests, while also providing support and solutions to branch associates.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Responsible as a phone service representative, spending a great deal of time answering phone calls
Answer incoming requests related to branch expenses to include Financial Advisor compensation
Working independently with branch associates to solve problems
Work in partnership with team members to provide support as needed
Provide branch associates with information, friendly support and reliable solutions
Respond to branch associates while meeting call- quality and efficiency expectations
Understand industry laws and regulations
Participate in monthly department meetings and periodic training session
Exhibits mastery of knowledge of all topics supported by the department to research questions which are detailed and complex
May represent department in projects and stakeholder roles and works collaboratively with other areas
Assists leader in managing workflow and can act in a leadership capacity in the absence of a leader
Acts as a mentor/coach through assist line, escalations and/or department training as needed
Qualification
Required
Strong verbal and written communication skills
Excellent Problem-solving skills
Ability to multi-task, prioritize, and work independently in a fast-paced environment
Understand industry laws and regulations
Exhibits mastery of knowledge of all topics supported by the department to research questions which are detailed and complex
Acts as a mentor/coach through assist line, escalations and/or department training as needed
Responsible as a phone service representative, spending a great deal of time answering phone calls
Answer incoming requests related to branch expenses to include Financial Advisor compensation
Working independently with branch associates to solve problems
Work in partnership with team members to provide support as needed
Provide branch associates with information, friendly support and reliable solutions
Respond to branch associates while meeting call- quality and efficiency expectations
Participate in monthly department meetings and periodic training session
May represent department in projects and stakeholder roles and works collaboratively with other areas
Assists leader in managing workflow and can act in a leadership capacity in the absence of a leader
Organizational skill and time management skills
Workflow management skills
Coaching skills
Advanced analytical and research skills
Preferred
Prior Customer Service experience preferred (3-5 years)
Technical aptitude preferred
Bachelor's degree in business or related field preferred (or equivalent experience)
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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2026-01-16
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